The LevartéCRM is Your Best Tool For Kicking Growth Up a Notch


The LevartéCRM is Your Best Tool For Kicking Growth Up a Notch

For travel business owners, staying organized, streamlined and efficient in day-to-day operations is key. That’s why we want to talk a little bit about our Customer Relationship Management (CRM) system, which we believe is not just your typical CRM, but a valuable tool for growing your travel business and improving your clients’ experiences. 

CRMs are used to keep track of contact information, manage marketing activities, identify sales opportunities and much more. As you’ll see, our CRM is more than just a filing cabinet – it’s one of the best tools in your toolkit.

  • Seamless Website Integration: Our CRM system can seamlessly integrate with your website, allowing for the smooth transfer of client quote requests and intake forms. This means that you can capture leads and information from potential clients without having to manually enter data. This saves you time and helps ensure that you never miss an opportunity to connect with potential clients.
  • Marketing: You can create email campaigns and newsletters to stay connected with your clients and keep them informed about travel trends, new destinations, and other relevant information. This helps position you as a thought leader in the travel industry and keeps your brand top of mind with your clients.
  • Track Digital Payments: Our system allows you to track digital payments from clients. You’ll never have to worry about lost payments or clients disputing charges because you’ll have a record of everything in one centralized location. Plus, this feature can help you easily reconcile your accounts at the end of each month. It will even add amounts paid or to be paid onto your clients’ itineraries if they prefer.
  • Automatic Client Touchpoints: Never miss an important date with automatic client touchpoints. Key info on clients such as birthdays, anniversaries, and other important dates are seamlessly integrated, and you can set up these automatic emails with just a few clicks. This not only helps you stay connected with your clients but also shows that you care about them as individuals. These personalized touches can go a long way in building lasting relationships with your clients.
  • Visible Branding: Every time you send an itinerary to a client, they’ll see your brand front and center. This can help increase brand awareness and loyalty among your clients.
  • Training and Support: Lastly, our CRM system offers training on the platform itself to help you become an expert. We know that learning a new system can be daunting, but we’re here to help. Our team is dedicated to providing you with the support and training you need to get the most out of it.

From automatic client touchpoints to website integration and marketing capabilities, our CRM system has everything you need to take your business to the next level. And with training and support from our team, you’ll be an expert in no time.